Budget 2026: R&D tax changes boost startup cash refunds, lift cap to $200M

Federal Budget 2026 overhauled R&D Tax Incentive from July 2028: refundable offsets now available to $50M turnover firms (up from $20M), $200M expenditure cap (up from $150M), and 4.5% rate increase for core R&D. Changes mean faster cash for early-stage tech startups hiring engineering and sales teams, though the $200M cap fell short of industry push to remove it entirely.

Budget 2026: R&D tax changes boost startup cash refunds, lift cap to $200M

What Changed

Budget 2026 rewrote R&D Tax Incentive rules starting July 1, 2028. Key numbers:

  • Refundable offset threshold: Now $50M turnover (was $20M). Startups keep access to cash refunds longer as they scale.
  • Expenditure cap: $200M (was $150M). Falls short of Tesla chair Robyn Denholm's push to remove caps entirely in the Ambitious Australia review.
  • Core R&D offset rates: Up 4.5 percentage points, lifting effective rates 25-50%.
  • Minimum claim: $50K (was $20K). Small claims under $50K must go through registered Research Service Providers or Cooperative Research Centres.
  • Refundability limit: Firms under 10 years old only, regardless of turnover.

What It Means for Sales Hiring

Cash refunds accelerate hiring capacity for pre-revenue startups. R&D-heavy firms (AI, biotech, SaaS) typically burn 60-70% of runway on engineering, leaving limited budget for go-to-market. Faster cash through refundable offsets means earlier AE and SDR hires.

Historical pattern: Australian startups hitting $5M-$20M revenue often delay enterprise sales hires due to cash constraints. The $50M threshold extends this runway by 18-24 months for high-growth firms.

Worth noting: the refundability age cap (under 10 years) excludes later-stage scaleups. A firm founded in 2018 loses refund access in 2028 regardless of size, pushing them toward non-refundable offsets or private capital for sales expansion.

Market Context

Australia targeting 2.5% of GNI in R&D spend by 2030 (currently tracking lower than Ireland's 35% credit rate and US payroll tax offsets). The changes position ANZ to compete for R&D investment but stop short of removing expenditure caps that limit large-scale innovation.

Australian VC investment hit $5B in 2025. Expect 10-15% uptick in seed/Series A rounds for R&D-intensive startups, translating to incremental sales hiring at firms like Harrison.ai (AI healthtech, $133M raised) or emerging enterprise SaaS plays.

The budget papers confirm supporting R&D expenditure eligibility is removed, simplifying claims but potentially excluding contractor costs previously claimable.

Sales Impact

For hiring managers: budget for longer ramp if your startup qualifies. Cash refunds typically process 12-18 months post-claim, meaning Q3 2028 R&D spend surfaces as hiring budget in Q1 2030. Plan accordingly.

For sellers evaluating offers: check if the company qualifies (under $50M turnover, under 10 years old, R&D-intensive). Refund-backed hiring is more predictable than VC-dependent expansion.